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Tax-free savings and investments

Make the best use of your tax-free savings, with Scottish Friendly's savings plan and ISAs.

We've been helping people save since 1862 and helping people save tax-free for over thirty years.  The total funds under our management are over £830 million.  So you can be assured you're with the experts in tax-free saving.

Although past performance is not a guide to the future, Scottish Friendly has a long history of investment success.

 
Make your money grow with tax-free savings
Scottish Bond
  • Invest your savings over 10 years
  • Save tax-free - no income tax or capital gains tax to pay
  • Save £15 to £25 a month
A tax-friendly way to save as much as you want
TAX-FREE & FRIENDLY REGULAR SAVINGS PLAN
  • Invest your savings over 10 years
  • Save £25 tax-free - the remainder
    of your premium invests in a tax-paid account
  • No upper limit on what you can save - invest a minimum of £15 a month
  • Get a starter bonus if you invest more than £30 a month, added to your plan
 
 
Smooth, steady growth - and tax-free
Bonus ISA
  • Your investment grows from the addition of bonuses
  • Save tax-free - no income tax or capital gains tax to pay
  • Save from £15 a month. Invest up to £7,200 each tax year.
Freedom to grow in the stockmarket
Stocks & Shares ISA
  • All the investment strength of a managed stockmarket portfolio
  • Save tax-free - no income tax or capital gains tax to pay
  • Invest up to £7,200 of which up to £3,600 can be allocated to a Cash ISA
 
 

The tax-friendly way to invest every month

TAX-FREE & FRIENDLY UK SELECT INVESTMENT PLAN

  • Invest your savings over 10 years
  • Save £25 tax-free - the remainder
    of your premium invests in a tax-paid account
  • Choice of two funds - Scottish Friendly UK Tracker Fund or UK Growth Fund
  • No further tax to pay when your
    plan matures